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Manage

See who changed what in your company

Look back at every change to companies, branches, years, people and invitations.

  • Reports
  • 3 steps

Who this is for

Company owners and administrators.

Before you start

  • Nothing else.

Steps

  1. Open Audit Trail

    Choose Audit Trail in the side menu.

  2. Filter it

    Narrow it by what changed — company, branch, financial year, key person, invitation or access request — and by date.

  3. Export it

    Choose Export CSV to keep a copy.

What happens next

You can see who changed what and when, without asking around.

Questions

The export stopped part-way.

An export holds up to 5,000 rows. Narrow the dates to export the rest.

Ready? Try it now.

Open Manage in a new tab and follow along.

Open Manage All Manage guides

Still stuck?

Ask the community, or tell our support team what you were trying to do.

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